Virginia · 12 advisers
Financial Advisors in Ashburn, Virginia
Looking for a financial advisor in Ashburn, Virginia? Falists indexes 12 SEC-registered and state-registered investment advisers in Ashburn — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 9 firms list a website you can visit directly. Firms in this directory manage up to $482.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
12
With website
9
Largest AUM
$482.4M
Financial planning
6
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Ashburn
Ranked by AUM · Fees, team & specialties at a glance
THE LEWIS FINANCIAL GROUP
Ashburn, VA
AUM
$482.4M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
703-288-1272
ABICH FINANCIAL WEALTH MANAGEMENT, LLC
Ashburn, VA
AUM
$394.7M
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(571) 577-9968
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
Ashburn, VA
AUM
$357.2M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
703-796-0800
ARBOR PRIVATE WEALTH, LLC
Ashburn, VA
AUM
$160.1M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
703-559-7975
ALLRIDGE WEALTH MANAGEMENT, INC
Ashburn, VA
AUM
$103.3M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
703-840-5500
CAPITAL FIDUCIARY ADVISORS
Ashburn, VA
AUM
$72.0M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-568-2071
STONEBROOK INVESTMENT, LLC
Ashburn, VA
AUM
$38.1M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
703-587-8683
DIFFERENT INVESTMENTS, LLC
Ashburn, VA
AUM
$14.3M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
877-934-3337
More cities in Virginia
Common questions
- How many financial advisors are in Ashburn, Virginia?
- 12 registered investment advisers are listed in our Ashburn directory, sourced from public SEC filings.
- What types of advisors are in Ashburn?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Ashburn?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.